Research Financial Strategies

Looking to get your Financial House in Order?
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At Research Financial Strategies, our success depends upon a detailed understanding of the needs of each of our clients.  The foundation of our strategy is an in-depth discovery process, allowing us the ability to best understand your concerns, goals and values.  It is recognized that your financial future represents a significant emotional investment, but we also know that it is critical to manage that future with process and logic rather than emotional reactions.  Our team will create a detailed plan custom-made to your unique situation. Research Financial Strategies proprietary methodology that leverages technical analysis means we can avoid the pitfalls of institutionalized money management—and focus instead on achieving real returns for each client.

When you’re choosing a Wealth Manager, you need to be sure they’ll listen to your requirements and support you in achieving your objectives.  With Research Financial Strategies, you can be confident that together, we will develop a relationship on your terms.

Of course, we can’t predict the future of capital markets, but we can assure you that a future with Research Financial Strategies will be a guided partnership based on respect, investment expertise and action in your best interest. We pledge to always provide astute and objective guidance based on rational experience and a disciplined process rather than reacting to the noise of the Wall Street media machine.

That objectivity and discipline further extends to the way we manage our business:

  • We ensure independent oversight of your assets by holding all client accounts at third-party custodians
  • We are a fiduciary, bound by law to put your best interests above all else.
  • Our fees are based on assets under management, hence, our interests are aligned with yours.

The heart of what we do lies in helping our clients achieve their goals and obtain the peace of mind that a successful financial plan provides.

As one of our clients, you will receive a quarterly performance report from Research Financial Strategies that gives you a detailed picture of how your financial plan is progressing. Your investments will be held in safekeeping by an independent third-party custodian, who will also send you financial statements ensuring that your assets are held securely. We will review your situation regularly and will work with you to adjust your plan as your life changes. At a minimum we need to meet with you annually to review your circumstances and adjust your plan to fit your evolving circumstances.

Are you ready to get started on a more secure financial future? Contact us today to see how Research Financial Strategies can help you on a path to achieve your life goals.

We Listen. We Plan. We Build.



Weekly Market Commentary – January 22, 2019

We’re off to a good start. Investors who remained steady during December’s wild ride are probably pleased with their decision as stocks have gotten off to a strong start in 2019. Unfortunately, those who reduced their exposure to the asset class may be...

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Investment Risk Management

Risk Management There are more financial advisors than ever before in the US.  The most important difference is whether they have an independent and unaffiliated custodian. We do. The investment advisor initiates transactions as part of its portfolio...

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Weekly Market Commentary – January 14, 2019

People love rules of thumb. Sometimes, mental shortcuts are helpful. Other times they are not. When it comes to investing, seasonal shortcuts are not uncommon. In fact, January boasts two: The January Effect explains why U.S. smaller company stocks tend to...

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2018: The Year in Review

Every January, it’s customary to look back at the year that was. What were the highlights? What were the “lowlights”? What were the events we’ll always remember? Most importantly, what did we learn? Before we get into that, though, let’s take a brief jaunt...

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Okay, let’s all take a deep breath

It was a rough fourth quarter of 2018 for the markets. It seems like week after week, the major indexes – like the Dow and S&P 500 – get hammered by volatility. These days, just about every news website you can find is packed with breathless headlines...

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Weekly Market – Commentary January 7, 2019

Investors will think of the last quarter of 2018 for years to come, but they won’t remember it fondly. The Economist described it like this, “After a rotten October and limp November, the S&P 500 tumbled in value by 15 percent between November 30th and...

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